Author
@BichonFrise_JTC BichonFrise_JTC
grade Cx.com/BichonFrise_JTC ↗
Japanese retail semis perma-bull preaching AI memory/foundry picks-and-shovels conviction
Posts continuous high-conviction long calls and a multi-year
trader score
+2.65
hit rate
80%
mean α
+1.44%
signals 14d
143
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 80% hit rate, +1.44% mean alpha, trader score +2.65. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 102 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @BichonFrise_JTC | · | Japanese comment says semiconductor pullback is acceptable after a big run-up. | · | tweet ↗ |
| 2026-07-02 | MUU | @BichonFrise_JTC | +0.35 | Author says 99% of assets are in stocks and discusses MU/MUU two-stage setup positively. | — | tweet ↗ |
| 2026-07-02 | MU | @BichonFrise_JTC | +0.45 | Author says 99% of assets are in stocks and discusses MU/MUU two-stage setup positively. | — | tweet ↗ |
| 2026-07-02 | MUU | @BichonFrise_JTC | +0.35 | Says selling MU when down and buying MUU would probably profit, but author says they won't do it. | — | tweet ↗ |
| 2026-07-02 | MU | @BichonFrise_JTC | +0.10 | Says selling MU when down and buying MUU would probably profit, but author says they won't do it. | — | tweet ↗ |
| 2026-07-02 | · | @BichonFrise_JTC | · | Japanese comment notes extreme volatility and many people buying leveraged products. | · | tweet ↗ |
| 2026-07-01 | · | @BichonFrise_JTC | · | Japanese thesis that long-term memory contracts will increase. | · | tweet ↗ |
| 2026-07-01 | MU | @BichonFrise_JTC | +0.35 | Says Micron fell after purchase but next year looks bright. | -5.5% | tweet ↗ |
| 2026-07-01 | · | @BichonFrise_JTC | · | Says they invest 99% in US large-cap growth stocks unlevered for long-term holding. | · | tweet ↗ |
| 2026-06-30 | · | @BichonFrise_JTC | · | Japanese macro/portfolio view: long-term hold equities but lower expected returns. | · | tweet ↗ |
| 2026-06-30 | GLDM | @BichonFrise_JTC | -0.25 | Says speculative gold money may rotate into growth stocks during risk-on. | · | tweet ↗ |
| 2026-06-30 | TSM | @BichonFrise_JTC | +0.25 | Describes MU and TSM as US large-cap growth/SOX names. | -9.1% | tweet ↗ |
| 2026-06-30 | MU | @BichonFrise_JTC | +0.25 | Describes MU and TSM as US large-cap growth/SOX names. | -15.5% | tweet ↗ |
| 2026-06-30 | · | @BichonFrise_JTC | · | Prefers global top-30/Nasdaq30 style ETF exposure over all-country fund. | · | tweet ↗ |
| 2026-06-30 | · | @BichonFrise_JTC | · | States optimal allocation excludes many themes and favors US-listed large growth. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.